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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
3126
1834 Investment Advisors
Wisconsin
$5.08M +$4.22K +23 +0.1%
PSP
3127
Pacific Sage Partners
Washington
$5.08M +$820K +4,467 +18%
BCP
3128
Berkeley Capital Partners
Georgia
$5.07M +$71.5K +390 +1%
AF
3129
Aviso Financial
Ontario, Canada
$5.07M +$1.47M +8,027 +38%
CFG
3130
Carr Financial Group
Massachusetts
$5.07M -$138K -753 -3%
SPWM
3131
Spartan Planning & Wealth Management
North Carolina
$5.06M -$4.54M -24,728 -46%
SP
3132
Stablepoint Partners
Massachusetts
$5.06M +$1.28K +7 +0%
SJIM
3133
St. Johns Investment Management
Florida
$5.06M +$110K +597 +2%
SFS
3134
Symphony Financial Services
Ohio
$5.06M -$142K -774 -3%
PHAM
3135
Palisades Hudson Asset Management
Florida
$5.06M – – –
4WM
3136
4J Wealth Management
Virginia
$5.06M -$68.6K -374 -1%
BWM
3137
Brown Wealth Management
Illinois
$5.05M +$1.63M +8,902 +44%
SFO
3138
Stokes Family Office
Louisiana
$5.05M -$1.47M -8,014 -22%
KCIC
3139
Kuhn & Co Investment Counsel
Illinois
$5.05M +$2.75K +15 +0.1%
BL
3140
Balentine LLC
Georgia
$5.04M -$846K -4,614 -14%
KCL
3141
KR Capital LP
New York
$5.04M +$5.3M +28,902 New
FPF
3142
First Pacific Financial
Washington
$5.03M +$687K +3,747 +15%
ABWM
3143
Alpine Bank Wealth Management
Colorado
$5.02M -$293K -1,599 -5%
SRC
3144
Sage Rhino Capital
California
$4.99M +$92.1K +502 +2%
OA
3145
Operose Advisors
Wisconsin
$4.99M +$499K +2,722 +11%
WCM
3146
Winebrenner Capital Management
Kentucky
$4.99M +$119K +651 +2%
SWMG
3147
Stillwater Wealth Management Group
Florida
$4.97M +$284K +1,550 +6%
CAM
3148
Concorde Asset Management
Michigan
$4.97M -$1.77M -9,634 -25%
AGM
3149
Alpine Global Management
New York
$4.97M +$5.23M +28,515 New
WFA
3150
WMG Financial Advisors
Tennessee
$4.97M +$94.1K +513 +2%
124 125
126
127 128